ONE platform
for your clients
Welcome to a smarter, easier and action-oriented
adviser experience
smartMonday ONE is our direct platform for advisers - providing our most immersive
investment and reporting experience ever.
ONE is a platinum offering - capturing a high fidelity, fully-loaded financial wrap with more than 500
global and local investment opportunities in ONE place - saving advisers time, money and effort.
Save time with enhanced platform and reporting functionality alongside seamless usability and the power to design and build your client’s investment portfolios.
Save money with a low entry fee, which provides advisers and clients with total transparency
Save effort by harnessing smartMonday’s DNA to drive healthier financial futures for clients in our wellNest
Global exposure, local rewards with ONE
A smarter total wealth solution might sound like a stretch. But with an intuitive platform design and exposure to equities via the ASX 300, access to 200 global and locally managed funds including Exchange Traded Funds (ETFs) and bank term deposit options from a range of financial institutions pooled into ONE offering at your fingertips - the game has changed.
Clear and competitive fees.
Understanding what your clients pay shouldn’t need a degree in astrophysics.
Advisers benefit from highly competitive fees – saving clients money. All share trades are displayed in real time, it’s what you’d expect and what we’ve delivered.
Cut through the clutter
with richer reporting
Like Top Gun’s Maverick advisers have the need forspeed alongside surgical accuracy
Trusted to be across every element of your client’s portfolio advisers can now rely on deeper integrated reporting with a single client or group view of all clients and their super, insurance, pension and investments.
With all your client’s wealth in ONE place, you only need ONE smart dashboard.
Your client experience is world class,
now you have a platform to match
This isn’t a trip to Ikea so there’s no need for Allen keys or maps – instead we’re unveiling an intuitive software solution, it’s as simple as picking and clicking.Straight through processing, automatically generated statements of advice, service renewal prompts, key prompt reminders, bulk investment switching and a comprehensive investment list.
Establish, transact and manage your client’s wealth all in ONE place. we’ve delivered.
Let’s talk tech
We’ve created ONE home for your multiple technological inputs because you shouldn’t have to knowabout an API, let alone worry about it.
Experience seamless external data integration with client relationship programs, investment data feeds and reports alongside accounting software and adviser modelling
Making the move
– we’re here to help
It’s a big decision to move clients that’s why we’ve created a dedicated team to ensure a smooth transition, whether it’s moving ONE client or several we’re here to help.
Get in contact
1300 112 403
PO BOX 1282 ALBURY NSW 2640